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About
I'm a multi-state licensed financial professional that's committed to helping families save and invest for their futures. My focus is to help educate my clients on how to build estates via insurance and investments for themselves and their families regardless of their income level. You don't have to be rich to make good financial decisions that can drastically affect your financial future for generations to come. Let's work together and help create the financial portfolio that you desire.
Overview
Hired 1 time
Background checked
15 employees
6 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check and Credit card.
Services offered
Service type
General financial planning
Retirement planning
Life insurance review
Investment review
Work location
I travel to my customers
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
Exceptional 5.0
5 reviews
5
100%
4
0%
3
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Your trust means everything to us. Learn about our review guidelines.
Murdock M.
Jan 5, 2023
Corey took the time to understand my long-term and short-term financial goals, and assisted in putting together a plan to achieve them.
LaRhonda P.
Dec 28, 2022
Corey is an amazing financial consultant. He ensures all my financial needs are met. He explains everything that will take place and the best options available for my financial future!
Tiffany A.
Dec 31, 2022
I would definitely recommend Corey Grant to anyone in search of good life insurance and in need of an IRA. Corey is very knowledgeable in both. He gave superb service and was very professional. Thanks Corey!
Antwann G.
Jan 3, 2023
Truthfulness not sugar coating things. He put things like it was and let you make your decision nothing forced.
Johnna B.
May 4, 2023
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Hired on Thumbtack
Thank you Corey! I look forward to working with you!
Personal Financial Planning
Credentials
Background Check
Corey Grant
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on any. number of factors depending on the product or service and would be covered during our consultation once I or another agent has enough information to generate a proper estimate.
What is your typical process for working with a new customer?
When we take on a new client we like to learn more about who you are as a person, your hopes, dreams and desires, this information along with having a candid discussion regarding your financial goals and investment timeframes allow us to help you make the right financial decisions that meet your current and future life needs. Essentially, we want to build a relationship with you first so we understand your situation completely so we can do what's right.
What education and/or training do you have that relates to your work?
I am licensed to sell life insurance in: Maryland, Alabama, District Of Columbia, Delaware, Georgia, Louisiana, North Carolina, Texas and Virginia.
I am licensed to sell securities investments in: Maryland, Alabama, California, Florida, Louisiana, Texas and Virginia
I have passed FINRA Investment exams: SIE, Series 6, Series 26, and Series 63
